# SDMI Insurance and Financial Services

SDMI Insurance and Financial Services is an Insurance.

## Overview

- **Organization type:** Insurance
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171312
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171312

## About

SDMI Insurance and Financial Services is a state-registered investment adviser in El Dorado Hills, CA. The firm manages around $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Insurance
- Financial Services

## Related profiles

- [Garabedian Wealth Management Group](https://altss.com/profile/garabedian-wealth-management-group)
- [Summit Family Office Services, LLC](https://altss.com/profile/summit-family-office-services-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sdmi-insurance-and-financial-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology